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Creating sophisticated, long-term financial solutions that are highly tailored to your individual needs.
In addition to investment design and manager selection and monitoring, we have deep experience in the implementation of 401(k) plan features that are commonly of interest to committees. These features include:
We have helped dozens of clients evaluate the cutting edge of retirement benefit options and plan construction. This process is part of our ongoing quarterly review meetings. We proactively target topics for education, while also addressing specific committee questions regarding topics you may be evaluating as a committee prior to our engagement.
The Swindon Transition Counsel is a service that helps business owners who are seeking an orderly, financially sound and tax-efficient transition of ownership, control and management of their business.